Investment Q&A

• Sylogist Ltd. (SYZ)
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Q: I am a recently retired investor who has held SYZ for a while; ridden it up and appear to now be riding it down. I see that insiders seem to be starting to buy again. At what price do you think it becomes a compelling opportunity? (I do love my dividends!)

Thanks for your help

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Read Answer Asked by David on March 06, 2020

• Knight Therapeutics Inc. (GUD)
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Q: In Jaime’s question he references GUD price to book, one has to realize that the acquisition was done at a premium to market, and likely several multiples above book.

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Read Answer Asked by Leo on March 06, 2020

• Enghouse Systems Limited (ENGH)
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Q: ENGH's Q1 seemed to be solid, especially the adjusted EBITDA amount and margin. Did you see anything to worry about?

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Read Answer Asked by sandy on March 06, 2020

• Parkland Corporation (PKI)
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Q: Could you please comment on the Q4 results reported today. The stock is down 21% from its high on Jan. 5/20 versus a 3% loss for the TSX over the same period. I know it is problematic with todays volatility and uncertainty but could you venture an opinion as to how you think this stock will do over the next 6 to 12 months versus the market in general. Thank you, Ian

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Read Answer Asked by Ian on March 06, 2020

• Parkland Corporation (PKI)
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Q: comments please on the quarter

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Read Answer Asked by blake on March 06, 2020

• Parkland Corporation (PKI)
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Q: Greetings,

Your thoughts, re, latest earnings, please.

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Read Answer Asked by basil on March 06, 2020

• Tricon Residential Inc. (TCN)
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Q: Is Tricon's dividend an "eligible dividend" (i.e. subject to the reduced dividend tax rate) for Canadian investors?
Thanks!

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Read Answer Asked by Gregory on March 05, 2020

• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: I bought this stock in January at around $40 and now stock sold off big to under $20 so down 50 per cent. Wondering what to do with this position. Do you think over a longer time period it will recover somewhat or cut losses here

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Read Answer Asked by Aleem on March 05, 2020

• Alimentation Couche-Tard Inc. (ATD)
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• Boyd Group Services Inc. (BYD)
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Q: Would you add to 1/2 position of BYD and/or ATD.B to bring them to a full position? Would you add to just one or would you add to both, if so, would you wait or just buy now?
Thanks for your service

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Read Answer Asked by Ozzie on March 05, 2020

• Savaria Corporation (SIS)
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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Q: I have held SIS for about 2 years now and down 28% - I am looking at selling SIS and replacing it with FSZ - has a nice 7.50% dividend growing at about 5% a year. Can I have your opinion on SIS and whether it's worth holding, hoping that it recovers and can I have your opinion on FSZ as a replacement. Your opinion is greatly appreciated.
Thanks

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Read Answer Asked by JOHN on March 05, 2020

• TMX Group Limited (X)
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• Great Canadian Gaming Corporation (GC)
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• Leon's Furniture Limited (LNF)
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• Hydro One Limited (H)
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Q: GC is a very big disappointment since purchase @ $55.96 some time ago($57 is 1 yr H) with problems like money laundry in B.C. & muted outlook despite some good Qs like today's.Today Canaccord upgraded to $59 from $58 with a Buy after It beat
estimated Rev & Eps. Estimated that casino Pickering will completed by end of Q1 & hotel & entertainment venue by Dec31 It hurts while waiting with no dividend despite buy back by GC with no meaningful appreciation in price.Is there a better stock to replace it,if desired.Txs for u usual great services & views

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Read Answer Asked by Peter on March 05, 2020

• Descartes Systems Group Inc. (The) (DSG)
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Q: Can I please have your thoughts and analysis on Descarte's recently announced earnings. Is it a buy at this time? Thank You.

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Read Answer Asked by Brian on March 05, 2020

• Great Canadian Gaming Corporation (GC)
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Q: Was there anything in the report that would suggest a major sell-off after
a GAP UP start?

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Read Answer Asked by Herm on March 04, 2020

• Winpak Ltd. (WPK)
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Q: Is it time to move on from WPK or to be patient?
Thanks for your servcie?

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Read Answer Asked by Ozzie on March 04, 2020

• Winpak Ltd. (WPK)
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Q: Any comments on the latest financial results? Stock is really taking a big hit today. Good buying opportunity at this level? Thanks.

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Read Answer Asked by ALAN on March 04, 2020

• Kinaxis Inc. (KXS)
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Q: Hi Peter,

Do you see Kinaxis as a company that will benefit from the coronavirus outbreak? I would expect manufacturers to heavily invest in their supply chain system after seeing the disruption that the virus has caused. Thoughts?

Thanks so much,

Tait

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Read Answer Asked by Tait on March 04, 2020

• Great Canadian Gaming Corporation (GC)
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Q: Hello 5i
I've never participated in a Dutch Auction before. Is it likely if I submitted my shares at say $42 they would be purchased? If so, in this market, there is a good chance I can buy them back for less than $42 on one of the many market dips we are seeing. I might be able to gain 5+% in the process. Your thoughts would be most appreciated.
Thanks
Dave

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Read Answer Asked by Dave on March 04, 2020

• Great Canadian Gaming Corporation (GC)
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Q: Please comment on results of GC.Appears Rev & Eps beat estimates nicely.Txs for u usual great services & views

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Read Answer Asked by Peter on March 04, 2020

• Enghouse Systems Limited (ENGH)
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Q: Whats expected from ENGH on Thursday? Thx

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Read Answer Asked by blake on March 03, 2020

• S&P/TSX Composite Index (TSX)
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Q: Hi Team,

I've been through many of these events over past 35 years and I really like to avg in while people are throwing the baby out with the bath water.

Could you guys start a list of 5i stocks which should torque back after this selloff, ie stocks like Shop, LSPD, or any others in your universe that fit this criteria.

I'm certain you will start to get similar questions and it would nice if you could publish an updated list online like the tax selloff list.

For now I'd like your top 5 that have potential for a strong bounce.

Thanks again for all your great work!

Chris M.

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Read Answer Asked by Christopher on March 02, 2020